See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,099 | $61,774-22.1% | $97,226-50.5% | $80,856-40.5% |
| Participation rate | 80.4% | 63.5%+16.9pp | 72.7%+7.7pp | 67.6%+12.8pp |
| Annual return | 11.25% | -557.90%+569.2pp | 75.13%-63.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,022 | $3,029-33.2% | $4,264-52.6% | $4,296-52.9% |
| Admin fee / account holder | $4,214 | $5,166-18.4% | $5,654-25.5% | $6,918-39.1% |